See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,544 | $60,444-79.2% | $68,948-81.8% | $82,448-84.8% |
| Participation rate | 3.6% | 73.6%-70.0pp | 79.2%-75.6pp | 68.1%-64.5pp |
| Annual return | 28.12% | 15.42%+12.7pp | 28.39%-0.3pp | 41.64%-13.5pp |
| Employer contribution / active EE | $180 | $3,449-94.8% | $4,165-95.7% | $2,551-93.0% |
| Participant deferral / active EE | $284 | $3,658-92.2% | $6,186-95.4% | $4,139-93.1% |
| Admin fee / account holder | $34 | $6,421-99.5% | $7,539-99.5% | $7,234-99.5% |